GORDON GENERATION FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GORDON GENERATION FOUNDATION (EIN 27-1551844)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202113159349101726
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T13:06:08-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841003319PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IAN D GARDENSWARTZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271551844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GORDON GENERATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone3033883782PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2021-10-26SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastGORDONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH L MERGPreparerPersonNm
PTINP01234092PTIN
Phone3033883782PhoneNum
Preparation2021-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$566,653FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$459InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$459InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,763DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,763DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,282GrossSalesPriceAmt
Other Income Rev And Expnss$1,256OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$5,573TotalRevAndExpnssAmt
Total Net Invst Incm$10,222TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$130TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,796OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,020OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,926TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,926TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,499ExcessRevenueOverExpensesAmt
Net Investment Income$3,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$261,174CashBOYAmt
Cash EOY$58,797CashEOYAmt
Cash EOYFMV$58,797CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1SavAndTempCashInvstEOYAmt
US Government Obligations BOY$35,758USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,161USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,318USGovtObligationsEOYFMVAmt
Corporate Stock BOY$145,465CorporateStockBOYAmt
Corporate Stock EOY$251,342CorporateStockEOYAmt
Corporate Stock EOYFMV$416,073CorporateStockEOYFMVAmt
Corporate Bonds EOY$70,597CorporateBondsEOYAmt
Corporate Bonds EOYFMV$71,465CorporateBondsEOYFMVAmt
Total Assets BOY$442,397TotalAssetsBOYAmt
Total Assets EOY$400,898TotalAssetsEOYAmt
Total Assets EOYFMV$566,653TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$458,290CapitalStockBOYAmt
Retained Earning BOY-$15,893RetainedEarningBOYAmt
Retained Earning EOY$400,898RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$442,397TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$400,898TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$442,397TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$400,898TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$442,397TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,499ExcessRevenueOverExpensesAmt
Subtotal$400,898SubtotalAmt
Tot Net Ast Or Fund Balances EOY$400,898TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILLP2013-12-242020-03-16$25,282$42,333-$17,051-$17,051
P
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,051CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43InvestmentIncomeExciseTaxAmt
Subtotal$43SubtotalAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$57OverpaymentAmt
Applied To ES Tax$57AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IAN D GARDENSWARTZ & ASSOC PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3033883782PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 LAKESHORE DRAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92604ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$405,562AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$166,986AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$572,548TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$572,548AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,588CashDeemedCharitableAmt
Net Vl Noncharitable Assets$563,960NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Tax$43TotalTaxAmt
Distributable Before Adj$28,155DistributableBeforeAdjAmt
Distributable Before Ded$28,155DistributableBeforeDedAmt
Distributable As Adjusted$28,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,000ExpensesAndContributionsAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,155DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$31ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31TotalExcessDistributionCyovAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Applied To Current Year$28,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$31ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31ExcessDistributionCyovAppCYAmt
Undistributed Income CY$124UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF DELA
100 W 10TH ST STE 301WILMINGTONDE19801NONEPUBLICCHARITY$4,500
LAMBDA LEGAL
3325 WILSHIRE BLVD 1300LOS ANGELESCA90010NONEPUBLICCHARITY$2,500
NATL JEWISH HEALTH
1400 JACKSON STDENVERCO80206NONEPUBLICCHARITY$8,000
SEA & SAGE AUDUBON SOCIET
PO BOX 5447IRVINECA92616NONEPUBLICCHARITY$2,500
LARADON TRAINING & RESIDENTIAL
5100 LINCOLN STDENVERCO80216NONEPUBLICCHARITY$2,500
TEMPLE BETH EL RIVERSIDE
2675 CENTRAL AVERIVERSIDECA92506NONEPUBLICCHARITY$3,000
SWEET ADELINES INT'L
9110 SOUTH TOLEDO AVETULSAOK74137NONEPUBLICCHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$459ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,763ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$17,051ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MUNI BOND INTEREST14$755
OTHER14$501

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$5,573ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$5,573TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMERRILLAssetDesc
Acquired2011-07AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-06SoldDt
Gross Sales Price$15,000GrossSalesPriceAmt
Basis$15,000BasisAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL - BONDSBondNm
EOY Book Value$70,597EOYBookValueAmt
EOYFMV$71,465EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO-MERRILL LYNCHStockNm
EOY Book Value$251,342EOYBookValueAmt
EOYFMV$416,073EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$20,161StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$20,318StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MGMT FEES$5,364$5,364
INTEREST PAID$656$656
TAX EXEMPT INTEREST INCOME$776

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
MUNI BOND INTEREST$755
OTHER$501

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$22$22
FOREIGN TAXES WITHHELD$108$108

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